Finalize, download, or email an invoice

Open the draft in My business and choose Review invoice. Check the client, dates, invoice lines, tax amount, note, and calculated total. Choose Finalize this PDF to create the fixed invoice version and PDF.

If you opened the draft by choosing Email invoice, the final action is Finalize and continue to email. It returns you to the email composer; it does not send the invoice. Finalizing does not mark the invoice paid.

Choose Download PDF to save the fixed invoice document and deliver it yourself.

Connected email is in a controlled rollout and may not be available for your account. When it is available:

1. Choose Email invoice.
2. Connect an available Gmail, Google Workspace, Outlook, or Microsoft 365 mailbox you are authorized to use, or select a connected mailbox.
3. Review the From address, recipient, subject, and message. Use Preview PDF to check the attachment.
4. Choose Send invoice when the addresses and invoice are correct.

Friday Falcon records when your mailbox provider accepts the send request. Provider acceptance does not guarantee inbox delivery or opening, and it does not mark the invoice paid.

After you deliver the invoice outside Friday Falcon, open More invoice actions, choose Record sent another way, and add the date and method. This records your action; it does not send another copy.